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  2. DELACEY, RIEBEL & SHINDELL, LLP
Sponsor portfolio

DELACEY, RIEBEL & SHINDELL, LLP

EIN 46-3988300-law practice-Latest filing 2024
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
75
180 MONTGOMERY STREET, SUITE 1900 - SAN FRANCISCO, CA 94104415-528-7000drsfamilylaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$6.3M - 50 part#002CashBalance-$2.9M - 25 part

Retirement portfolio analytics

2 plans aggregated / $9.2M assets / 75 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PROFIT SHARING PLAN (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $9.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)50
  • CASH BALANCE PLAN (#002)25
Total 75Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DELACEY, RIEBEL & SHINDELL, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$6.3M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DELACEY, RIEBEL & SHINDELL, LLP CASH BALANCE PLAN

CashBalance

Assets$2.9M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DELACEY, RIEBEL & SHINDELL, LLP 401(K) PROFIT SHARING PLAN401k$6.3M502024
002DELACEY, RIEBEL & SHINDELL, LLP CASH BALANCE PLANCashBalance$2.9M252024
Retirement plans
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